Albert Dean, financial advisor Flower Mound TX

Albert Dean

CRD Number: 2768409
Current Firm: Riverchase Wealth Management, LLC

Albert Dean (CRD# 2768409) is an Investment Advisor Representative working at Riverchase Wealth Management, LLC in Flower Mound, TX and has over 26 years of experience in the finance industry. Albert Dean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Riverchase Financial Planning, Llc (156950) Lewisville, TX Mar 2011 - Current 13
Kelleher Dean Tax Advisors, LLC Lewisville, TX Dec 2011 - Nov 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Albert E. Dean
Phone Number: (972) 471-9013
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $307,157
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, PA, TX

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